Form 8962; Premium Tax Credit

Form 8962 must be included in the federal tax return IF for any length of time in the last year, the Taxpayer, Spouse, or Dependent(s) listed in return received Health Coverage from the Marketplace.

IMPORTANT

When Form 8962 is missing from a federal tax return that is required to include it, this will result in a delay in any expected refund, and risk being fined.

(See the Form 8962 IRS Letter Subpage)

This page will display the selections made on Health Care and Miscellaneous Page. 

Click the pencil to return to the Health Care and Miscellaneous Page to change the selection.

All Months Same:

Yes - Form 1095-A has no changes in any of the monthly amounts (lines 21 - 32, in Columns A and B).

No - Form 1095-A has a difference in amounts (lines 21 - 32, in Columns A or B). 

Shared Policy:

Shared Policy section is required when a taxpayer’s health coverage includes someone not included in tax return.